NorthPoint Search Group

Financial Analyst - FP&A - Entry Level

NorthPoint Search Group · Charlotte, North Carolina, United States

Staffing and Recruiting · 11-50 employees

19 h ago
Junior (0-2 yrs) Full-time United States
Log in to apply, save this posting, or score it against your profile with AI.

About the role

The role involves assisting with business planning, reforecasting, valuations, and internal reporting processes. Responsibilities include preparing financial statements, managing KPI reports, and maintaining property-level cash flow models.

What they look for

Financial modeling Excel VBA Financial analysis Accounting Financial statements Word PowerPoint Problem-solving Communication skills Organizational skills Data analysis Cash flow modeling KPI reporting Valuations

Requirements

Candidates must hold a Bachelor's degree in Business Management, Accounting, Finance, or Real Estate. Strong analytical skills, advanced Excel proficiency, and up to one year of relevant work experience are required.

Full description

Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating metrics for senior management and Board members.

Supervision

Reports to: Manager, Financial Planning & Analysis

General Qualifications Required

Education: Bachelor’s Degree in Business Management, Accounting, Finance, or Real Estate required

Experience:

  • 0 – 1 year of prior work experience
  • Financial modeling experience strongly preferred
  • Experience performing financial analysis in finance or real estate preferred

Skills/Behaviors:

  • Advanced Excel skills
  • Ability to convey analyses and deliverables to senior management
  • VBA experience a plus
  • Strong analytical and problem-solving skills
  • Understanding of financial statements and accounting
  • Proficient in Word and PowerPoint
  • Attention to detail
  • Effective oral and written communication skills
  • Strong organizational skills with proven ability to prioritize
  • Ability to handle multiple tasks while meeting strict deadlines

Major Areas of Responsibility:

  • Responsible for reporting monthly KPI’s, preparing quarterly scorecards, and ad hoc reports
  • Assist with preparing annual five-year Business Plan and quarterly reforecast
  • Responsible for preparing quarterly valuations and assisting with annual appraisal process
  • Maintain monthly corporate cash forecast
  • Manage research for competitor analysis, market stats, and regional benchmarks
  • Provide analysis of both internal and external data
  • Act as a liaison between corporate and regional offices
  • Maintain property level cash flow models
  • Manage and develop Excel models
  • Other duties as assigned